See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,767 | $138,065-74.1% | $123,544-71.0% | $135,375-73.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -17.96% | 153.68%-171.6pp | 119.20%-137.2pp | 519.73%-537.7pp |
| Employer contribution / active EE | $1,043 | $5,151-79.8% | $4,628-77.5% | $4,779-78.2% |
| Participant deferral / active EE | $18,727 | $6,799+175.4% | $6,426+191.4% | $5,609+233.9% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |